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Western Union

435 hedge funds and large institutions have $4.37B invested in Western Union in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 141 increasing their positions, 175 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $25.3M | Put options by funds: $13.9M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $3.96B → $4.37B (+$415M)

2.16% less ownership

Funds ownership: 90.22%88.06% (-2.2%)

6% less funds holding

Funds holding: 463435 (-28)

19% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 175

33% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 66

Holders
435
Holders Change
-28
Holders Change %
-6.05%
% of All Funds
6.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
44
Increased
141
Reduced
175
Closed
66
Calls
$25.3M
Puts
$13.9M
Net Calls
+$11.4M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
301
Hunter Associates Investment Management
Pennsylvania
$182K
HFM
302
Harvest Fund Management
China
$181K
CT
303
Caldwell Trust
Florida
$181K -$26.9K -2,192 -14%
SAG
304
SageView Advisory Group
California
$180K -$17.3K -1,408 -9%
PWP
305
Principle Wealth Partners
Connecticut
$178K -$25.9K -2,110 -13%
IA
306
IFP Advisors
Florida
$177K -$12.6K -1,031 -7%
MIS
307
Morningstar Investment Services
Illinois
$177K -$1.31K -107 -0.8%
C
308
Covestor
United Kingdom
$177K -$674 -55 -0.4%
DI
309
Diligent Investors
California
$174K -$17.2K -1,400 -10%
FP
310
Foundry Partners
Minnesota
$172K +$160K +13,050 New
TWC
311
TD Waterhouse Canada
Ontario, Canada
$168K -$2.45K -200 -2%
STA
312
Summit Trail Advisors
New York
$168K +$156K +12,718 New
CCM
313
Coldstream Capital Management
Washington
$165K +$154K +12,556 New
VI
314
Versor Investments
New York
$164K -$350K -28,521 -70%
YIH
315
Y-Intercept (HK)
Hong Kong
$162K -$528K -43,109 -78%
EH
316
Equitable Holdings
New York
$155K -$331 -27 -0.2%
BCWM
317
Bartlett & Co Wealth Management
Ohio
$153K
BC
318
Bartlett & Co
Ohio
$153K
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$153K +$53K +4,324 +60%
JMPWA
320
JP Morgan Private Wealth Advisors
California
$153K -$68.5K -5,588 -33%
MG
321
Mather Group
Illinois
$150K +$140K +11,396 New
CGA
322
Crescent Grove Advisors
Illinois
$150K
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$149K
BMSSC
324
B. Metzler seel. Sohn & Co
Germany
$149K -$468K -38,179 -77%
ASN
325
Advisory Services Network
Georgia
$148K +$9.51K +776 +7%

WU Hedge Fund Activity: Q3 2023 in Review

435 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Union (WU) for Q3 2023, worth a combined $4.37B — up 10% from $3.96B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WU and 44 opened new positions — a net loss of 22 holders — while 175 trimmed existing stakes and 141 added.

The largest buyer was Contour Asset Management, opening a new position worth an estimated $46.8M. The largest seller was Marshall Wace, cutting an estimated $36.7M.

  • 435 institutional investors held Western Union (WU) as of Q3 2023, down from 463 in Q2 2023.
  • Funds reported $4.37B of Western Union stock for Q3 2023, up 10% quarter-over-quarter.
  • 44 funds opened new Western Union positions in Q3 2023 and 66 closed out, a net change of -22 holders.
  • The largest Western Union buyer in Q3 2023 was Contour Asset Management, an estimated $46.8M added.
  • The largest Western Union seller in Q3 2023 was Marshall Wace, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2023.